Executive Job Description | WEALTH INVESTMENT MANAGER
RICHMOND, VIRGINIA
Industry: Banking
Department : Wealth Management
Relocation : NO
Salary Target: $120,000.00
In addition to a base salary: This position offers a bonus incentive opportunity. We offer a competitive benefits package to include, medical, dental and vision coverage
Develops, recommends, and directs execution of investment strategies for a group of clients. Manages difficult or complex investment portfolios for Investment Management accounts and/or fiduciary (irrevocable and revocable trust) accounts. With broad investment strategy authority and acting independently within established investment policy guidelines, manages medium- to large-sized client accounts.
May help shape the investment policies (through teams) within Wealth Mgmt Group. Consults with Relationship Manager, Financial Consultant, Private Banker, Account Administrator (if applicable) and client to develop investment strategies based on management philosophy and customer objectives.
Utilizes an investment consulting approach to execute investment strategies leveraging individual securities (incl. equities, bonds, ETFs, real estate securities, etc.), pooled vehicles (incl. open and closed end Mutual Funds), "open architecture" platforms, and "alternative" investments to maximize returns commensurate with an acceptable level of risk for the client.
Performs investment research, keeps informed of developments in investment management industry and confers with tax attorneys, accountants, etc., to determine other consequences of investment decisions and resolve account problems. Develops new business through sales/marketing while leveraging partnership opportunities throughout the firm. May act as a lead for Investment Management Specialist and/or a defined market area.
MUST HAVE:
6+ years investment management experience,
CFA Level II strongly preferred.
MBA preferred
CONTACT/Send Resume:
Bobby Gipson,
Senior Recruiter- North America
bobbygipson@careerconnextions.net
(321)287-9448
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